+15.1%
TEAM vs BB
+88.0%
-72.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.0% | -7.6% | -1.8% |
| 7D | -13.7% | -6.8% | -6.9% | -12.7% |
| 30D | -3.4% | -3.5% | +0.1% | -3.3% |
| 3M | +72.1% | -1.2% | +73.4% | +71.1% |
| 6M | +103.8% | +57.0% | +46.8% | +67.9% |
| YTD | +17.1% | +131.1% | -114.0% | -18.8% |
| 1Y | +15.1% | +87.6% | -72.5% | -15.2% |
| All | +15.1% | +88.0% | -72.9% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling